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Sep 28, 2013
09/13
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meanwhile, samsung's smart watch will have a sapphire screen cover too. while these are both positives, they are baked into the stock and what g-tat really needs is not apple's home button or samsung's smart watch but the actually screens which require a lot more sapphire l.e.d. and hence be a home run for a equipment maker like g-tat. given the move, you have to wait for a pullback in g-tat before you consider buying. >>> now i want to revisit two ipos that we have gotten a lot of calls on. back on friday the 13th, bill in new york asked about insys therapeutics. it's the red-hot health care ipo, a company that markets an opioid and synthetic marijuana drug for cancer patients. i mean, i know that's one of the people who ask about these stocks at jim cramer on twitter all of the time. this is a drug for chemotherapy. the stock only popped 19% on the first day of trading but since may rallied 328%. down right incredible. even up here, though, insys oddly trades at a reasonable evaluation and a viable takeover target. if you already own it, i suggest you r
meanwhile, samsung's smart watch will have a sapphire screen cover too. while these are both positives, they are baked into the stock and what g-tat really needs is not apple's home button or samsung's smart watch but the actually screens which require a lot more sapphire l.e.d. and hence be a home run for a equipment maker like g-tat. given the move, you have to wait for a pullback in g-tat before you consider buying. >>> now i want to revisit two ipos that we have gotten a lot of...
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Sep 30, 2013
09/13
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apple is dealing with competition from the likes of samsung among others. that will be the question. >> didn't they do a huge bond raise to fund a buyback earlier this year. >> and already $130 billion in cash anyway. not all here in the u.s. but it's a lot of money. >> ikea selling more than home furnishing. they sell meatballs. the swedish based company -- they're good too. they are going to start selling, yes, solar packanels in the uk. good idea, not such? >> it's a huge distribution platform. >> i think price tag and quality will determine ikea's success. >> seems odd they would choose the uk not known for sunny weather. >> you can cook your meatballs with a solar powered appliance. >> i think it's highest in those scandinavian countries. i will get back to you. >> have you decided who's going to win tonight some. >> let's go with dolphins. >> never believe where this collection of dead heads is. we'll be back. a traditionalist. >> no member of congress. >> let's move on to the -- >> we can safely say that. >> to your third listing, a manhattan propert
apple is dealing with competition from the likes of samsung among others. that will be the question. >> didn't they do a huge bond raise to fund a buyback earlier this year. >> and already $130 billion in cash anyway. not all here in the u.s. but it's a lot of money. >> ikea selling more than home furnishing. they sell meatballs. the swedish based company -- they're good too. they are going to start selling, yes, solar packanels in the uk. good idea, not such? >> it's a...
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Oct 1, 2013
10/13
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intel, qualcomm, apple and samsung all making big bets. john forth is in san francisco with some edgy ideas john. >> if there were movement in washington some of this technology would be able at the conference, not just watches but about sensors and the software that helps communicate what those sensors are measuring about your sleep, about your exercise. things like that. take a listen to what one of the ceos in this company had to say about what he's looking for in the future of wearables. >> we want to be in the software industry and run technology that can help people not just read your text messages and see you have a phone call coming in on your wrist, but help you understand how your behavior is faegting your overall performance. >> he's talking about companies like apple and google there. the companies that will provide the platform to allow a lot of this technology to really take off from the folks i've been talking to here, the idea they are having to make the devices but once somebody cracks the code, gets the ipod of the wearab
intel, qualcomm, apple and samsung all making big bets. john forth is in san francisco with some edgy ideas john. >> if there were movement in washington some of this technology would be able at the conference, not just watches but about sensors and the software that helps communicate what those sensors are measuring about your sleep, about your exercise. things like that. take a listen to what one of the ceos in this company had to say about what he's looking for in the future of...
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Oct 4, 2013
10/13
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samsung's smart watch goes on sale today. it's been panned by critics so far but the question is will consumers give it a chance. we'll go live to see if anyone is buying. and samsung is also working on a deal with tesla. more as "squawk on the street" continues. we route your order to up to 75 market centers to look for the best possible price -- maybe even better than you expected. it's all part of our goal to execute your trade in one second. i'm derrick chan of fidelity investments. our one-second trade execution is one more innovative reason serious investors are choosing fidelity. now get 200 free trades when you open an account. bny mellon combines investment management & investment giving us unique insights which help us attract the industry's brightest minds who create powerful strategies for a country's investments which are used to build new schools to build more bright minds. invested in the world. bny mellon. i want you to know stuff i want you to be kind. i want you to be smart. super smart. i want one thing in
samsung's smart watch goes on sale today. it's been panned by critics so far but the question is will consumers give it a chance. we'll go live to see if anyone is buying. and samsung is also working on a deal with tesla. more as "squawk on the street" continues. we route your order to up to 75 market centers to look for the best possible price -- maybe even better than you expected. it's all part of our goal to execute your trade in one second. i'm derrick chan of fidelity...
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Sep 30, 2013
09/13
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. >> where is samsung? >> samsung is third from last. >> third from last. >> of the top ten. again, i think tim cook comes armed with good product story. >> icahn can come armed with, listen, this buyback is huge. it is not big enough. >> if i were tim cook, maybe i would say, we bought back "x" today, carl. what the heck do you want? >> when i was dealing with aubrey mcclen non, when icahn had some ideas that he felt were substantive. >> i don't remember having those conversations with him, whether it be about yahoo! or time warner. >> did he say anything to read hastings. >> i think he generally deals with the big picture. why do you buy in biotech? people want to live. they want to live longer. >>. great matter, the breakthrough in gray matter, right? >> that's all i will say. you even mention something, people want to shoot you. >> is. >> speaking of "breaking bad," did you see what warren buffett tweeted? off of his twitter account. his fourth tweet ever. he says, not even oracle knows. that's warren buffett wearing a heisenber hat. >> it captivated a lot of people in th
. >> where is samsung? >> samsung is third from last. >> third from last. >> of the top ten. again, i think tim cook comes armed with good product story. >> icahn can come armed with, listen, this buyback is huge. it is not big enough. >> if i were tim cook, maybe i would say, we bought back "x" today, carl. what the heck do you want? >> when i was dealing with aubrey mcclen non, when icahn had some ideas that he felt were substantive....